As a financial advisor, switching firms is just the beginning- keeping your practice running smoothly is where the real work begins.
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President of Elite Consulting Partners, to share expert strategies for effective practice management. Drawing on Frank’s experience as a former branch manager, they discuss the essential principles that help businesses thrive.
Key takeaways from today’s episode include:
*The critical distinction between managing and leading employees.
*How to align employee performance with your company’s core values.
*Best practices for providing training and development tools to your team.
*Why marketing and branding are key to sustained growth.
*The role of personal growth in becoming a better leader for your employees.
Join Frank and Stacey as they break down practical steps for maintaining a successful firm beyond your initial transition. From fee structures and pricing to strengthening client relationships, this episode covers what it takes to manage and lead a business effectively. Listen now to discover how their leadership and storytelling approach is transforming the financial services industry- and how you can do the same.
